Forward Guidance
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
호스트 및 게스트
13 AUG 2023 Episode is Great
5월 21일
Once again Danielle Booth proffers a decisive and insightful analysis. She brings truthful and cogent arguments to the interview. It is probably not comfortable for many financial pundits who push wishful agenda ahead of analysis offered by Danielle Booth that is comprehensive and not “sugar-coated.” 19 MAY 2024 Episode-Incredible Financial History The Mel Mattison interview is an absolute requirement for anyone interested in macroeconomics. His explanation of the Eurodollar origins in the 20th century and current implications is masterful.
Partisan garbage bringing down the quality
11월 16일
Big fan, and I will continue to listen after I voice my complaint here. Tyler has been struggling to grasp reality amid his Trump-Elon euphoria. The weekly roundups have taken a massive quality hit since Trump won the election, leading me to quit episodes halfway through when I would normally finish. It is not all rosy—it never is. And I am entirely uninterested in hearing how DOGE will save the world. I hope we can get back to basics soon. The Trump bump erasure this week thanks to (probably, mostly) lower chance of rate cuts and Trumps rocky cabinet picks was obviously not enough of a shock. I felt the need to voice my frustrations. Keep up the good work guys.
I Guess it’s Useful for Understanding Naive Crypto Bulls
11월 9일
Listened to the post election show today. These guys are clowns. They talked about how people voted for Trump because they want “the truth” despite his entire campaign (and last four years of election loss denial) being based in delusion. They think governments will benefit from strategic bitcoin reserves. If you think that sounds smart, you’ll love them. Unfortunately, the market can remain irrational longer than people who understand economics can remain solvent, so they may be right a few more years before the crash eventually happens. The next crypto bubble is underway. Worth following at least one of the pro-Musk voices to see what the insider ponzi trades are, but I don’t recommend this one.
Top Shelf Financial and Interest Rates Related Podcast
1월 23일
Excellent format with the focus kept on the core content and analysis from top quality interview guests. Few unnecessary frills, all “meat and potatoes” so to speak.
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